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Bloomberg

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature our conversations with Tradition's Steven Major and Jim Caron of Morgan Stanley.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Steven Major & Jim Caron

• Vincent Reinhart, Chief Economist at BNY 
 • Dan Skelly, Managing Director at Morgan Stanley Wealth Management 
 • Mona Mahajan, Head of Investment Strategy at Edward Jones 
 • Peter Supino, Senior Analyst at Wolfe Research 
 
Vincent Reinhart, Chief Economist at BNY, reacts to Tuesday’s US GDP print. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, shares why the outlook for 2026 remains constructive. Mona Mahajan, Head of Investment Strategy at Edward Jones, discusses her bullish outlook for equities in the year ahead. Peter Supino, Senior Analyst at Wolfe Research, gives his insights on what an improved bid from Paramount Skydance could mean for its chances to acquire Warner Bros. Discovery.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: December 23rd, 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 23rd, 2025

Featuring:
1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors.
 
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery.
 
3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity.
 
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.

See omnystudio.com/listener for privacy information.

Markets React to Last Major US Eco Data of 2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 
 
In this episode, we feature our conversations with JPMorgan’s David Kelly & Lori Calvasina of RBC Capital Markets. 
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: David Kelly & Lori Calvasina

• Federal Reserve Governor Stephen Miran 
 • Neil Dutta, Head of US Economic Research at Renaissance Macro Research
 • Marvin Loh, Senior Strategist: Global Macro at State Street 
 • Patrick McHenry, Former Chair of the House Financial Services Committee 
 
Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a close. Patrick McHenry, Former Chair of the House Financial Services Committee, weighs in on the latest happenings out of Washington, including ratcheting tensions between the US and Venezuela.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: December 22nd, 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, December 22nd, 2025

Featuring:
1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments, examines how diverging central bank policy supports bond portfolio diversification.3) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses why equity upside may be limited despite a supportive backdrop.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on a big weekend for Disney's 'Avatar 3' at the box office, as well as a Wall Street Journal story on retailers using premium experiences to lure shoppers back to physical stores.

See omnystudio.com/listener for privacy information.

Markets Eye Tech Turnaround

• US Trade Representative Jamieson Greer 
 • Ohsung Kwon, Chief Equity Strategist, Wells Fargo 
 • Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations 
 • Anastasia Amoroso, Chief Investment Strategist, Private Wealth, Partners Group 
 
US Trade Representative Jamieson Greer joins to talk USMCA, China, and TikTok’s agreement to launch a new US venture. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses his bullish forecast for 2026. Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, discusses the European Union’s deal to fund a 90 billion euro loan to Ukraine. Anastasia Amoroso, Chief Investment Strategist, Private Wealth at Partners Group, shares why she doesn’t believe investors should give up on AI in the year ahead.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: December 19th, 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Friday, December 19th, 2025

Featuring:
1) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why the 2026 market is poised for gains despite volatility.
 
2) Win Thin, Chief Economist at Bank of Nassau, discusses the potential for USD-JPY to decline on monetary policy divergence.
 
3) Katy Kaminski, Chief Research Strategist at AlphaSimplex, examines how rate cut hopes and tech uncertainty are shaping equity market swings.
 
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on YouTuber-turned-Boxer Jake Paul facing former world champion Anthony Joshua tonight, and a Bloomberg News story on new online scams targeting travelers.

See omnystudio.com/listener for privacy information.

Stocks Tick Higher as Yields Rise After BOJ Hike

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 
 
In this episode, we feature our conversation with Anna Wong, Chief US Economist for Bloomberg Economics. 
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Anna Wong

Featuring: 
 
 • Brent Schutte, Chief Investment Officer, Northwestern Mutual Wealth Management
 • Henrietta Treyz, Director of Economic Policy Research, Veda Partners
 • Erika Najarian, Financial Sector Research Head
 • Pooja Kumra TD Securities European & UK Rates Senior Strategist
 
See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: December 18th, 2025

- Neil Dutta, Head: US Economic Research at Renaissance Macro
- Kelly Ann Shaw, Partner at Hogan Lovells US
- Abigail Yoder, Strategist: US Equity at JPMorgan
- Amanda Lynam, Head: Macro Credit Research at BlackRock
 
Neil Dutta, Head: US Economic Research at Renaissance Macro, joins to discuss whether he's becoming more bullish on the US economy or whether he believes data indicates an incoming slowdown. Kelly Ann Shaw, Partner at Hogan Lovells US, discusses the latest on President Trump's trade negotiations and what potential trade deals could look like at this stage. Abigail Yoder, Strategist: US Equity at JPMorgan, looks ahead to this week's earnings and whether they could provide a boon for equities. Amanda Lynam, Head: Macro Credit Research at BlackRock, discusses spreads in corporate bonds and what the bond market is indicating about the US economic backdrop.

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: April 28, 2025

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